"The Deep Dive" host Jay Hummel talks with Lee Andreatta, CEO of Advyzon Investment Management, about the key decisions that advisors need to make when they look at platforms.

Lee Andreatta is the CEO of Advyzon Investment Management and has been in financial services since 1997. After starting his career as an advisor at Merrill Lynch, he spent time at a Chicago-area RIA. Lee joined Morningstar in 2007, where he worked for more than six years. After that, he helped several firms, including Schwab, with their business development and strategic account management efforts. Lee earned his MBA from the University of Notre Dame.